Matt McClintock Retail/Consumer Research - M Squared Capital

Matt McClintock Retail/Consumer Research - M Squared Capital

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Arhaus Is A Very, Very, Very Fine House
U.S. Retail/Consumer - ARHS
Sep 18 • 
Matthew McClintock
Under Armour: Kevin Plank Interview Provides Rare Insight
U.S. Retail/Consumer - UAA, UA
Sep 17 • 
Matthew McClintock
Amer Sports: Far From The Arc Of This Story
U.S. Retail/Consumer - AS
Sep 14 • 
Matthew McClintock
Under Armour: Why Is BOD Only Now Protecting This House?
U.S. Retail/Consumer - UAA
Sep 8 • 
Matthew McClintock
Lululemon 2Q25 Immediate Call Postmortem
U.S. Retail/Consumer - LULU
Sep 4 • 
Matthew McClintock
1
Academy Sports 2Q25 Immediate Call Postmortem
U.S. Retail/Consumer - ASO
Sep 2 • 
Matthew McClintock

August 2025

Dick's Sporting Goods 2Q25 Immediate Call Postmortem
U.S. Retail/Consumer - DKS
Aug 28 • 
Matthew McClintock
Williams-Sonoma 2Q25 Immediate Call Postmortem
U.S. Retail/Consumer - WSM
Aug 27 • 
Matthew McClintock
1
VF Corp: No Rerating With Vans Down By The River
U.S. Retail/Consumer - VFC
Aug 24 • 
Matthew McClintock
Floor & Decor: Doesn't Sound Like This Is The Floor
U.S. Retail/Consumer - FND
Aug 13 • 
Matthew McClintock
On Holding 2Q25 Immediate Call Postmortem
U.S. Retail/Consumer - ONON
Aug 12 • 
Matthew McClintock
Under Armour 1Q26 Immediate Call Postmortem
U.S. Retail/Consumer - UAA
Aug 8 • 
Matthew McClintock
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